Action plan to-do task fields

The to-do form contains fields that a manager uses to customize tasks for employees and mentors to complete as part of a transition plan.

Table 1. To-do form fields and descriptions

Field	Description
To-do name	The name of the to-do to appear as the heading or title of the task.
Stage	Select from the list of available stages included in the action plan.
To-do description	A description of the task that appears in the action plan to-do.
Who this to-do is for	The name of the employee or mentor to whom this to-do task is assigned.
Other people	Assign this to-do to additional people. People have different access and responsibilities based on their role (employee or mentor).
Due Date	Set a due date based on a specific date or a relative date from the date the action plan is published. An exact date A number of weeks after publishing A number of days after publishing No due date
This to-do is optional	Mark the to-do as optional to give employees or mentors the option not to complete this task.
Add scheduling to this to-do	Enable scheduling for this task. Your organization must be using Microsoft Online Exchange to enable this feature.
Attachments	Drop files in this field to include them as an attachment to the to-do.
Save as Template	Save a to-do as a template so that you can use it in other action plans.